Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Jay Flynn is a financial advisor with over 25 years of experience in the industry. J. Jay Flynn is currently registered with Moors & Cabot, Inc., which is a financial advisor with a long history of serving clients. J. Jay Flynn has previously been employed by Stifel, Nicolaus & Company, Incorporated and D.A. Davidson & Co.. J. Jay Flynn is registered to provide investment advice in a number of states. J. Jay Flynn has a number of professional designations and certifications. J. Jay Flynn is dedicated to providing clients with personalized financial advice. J. Jay Flynn has a proven track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/14/2022 - Present
Moors & Cabot, Inc. (PHOENIX AZ)
MT
06/16/2016 - 02/09/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (KALISPELL MT)
MT
11/08/1995 - 06/20/2016
D.A. DAVIDSON & CO. (KALISPELL MT)
IA
Issued 06/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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